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On reaching for yield and ECB QE
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Bubbles: Jeremy Grantham, Fingers of Instability and the Medium Term View
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US and European recoveries continue as China decelerates
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Apple’s Q2 is a great quarter but top line growth is gone
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Europe on the mend and China decelerating
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Secular versus cyclical factors in equity markets
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Dealing with confirmation bias in macro analysis at market turning points
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The Chinese credit crisis gets messy
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Russia and China’s challenge to US hegemony
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Economic data show Europe on upswing and US growth down
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